ZP

Zimmer Partners Portfolio holdings

AUM $4.37B
1-Year Est. Return 22.84%
This Quarter Est. Return
1 Year Est. Return
+22.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4B
AUM Growth
-$870M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$128M
2
+$81.2M
3
+$75.5M
4
AEP icon
American Electric Power
AEP
+$72.4M
5
PPL icon
PPL Corp
PPL
+$64.8M

Top Sells

1
+$111M
2
+$108M
3
+$106M
4
ATO icon
Atmos Energy
ATO
+$105M
5
AWK icon
American Water Works
AWK
+$101M

Sector Composition

1 Utilities 48.6%
2 Energy 16.2%
3 Real Estate 12.83%
4 Financials 12.07%
5 Technology 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$16.5M 0.39%
650,000
52
$14.9M 0.35%
400,000
+387,500
53
$13.6M 0.32%
+150,000
54
$13.5M 0.32%
1,815,116
-68,307
55
$12.7M 0.3%
+414,000
56
$12.4M 0.29%
+200,000
57
$12.3M 0.29%
173,000
-1,566,841
58
$10.7M 0.25%
55,000
-302,500
59
$9.8M 0.23%
+12,500
60
$9.49M 0.22%
32,500
-267,500
61
$9.22M 0.22%
+200,000
62
$8.62M 0.2%
+159,880
63
$7.93M 0.19%
+300,000
64
$7.41M 0.17%
+91,000
65
$6.69M 0.16%
+50,000
66
$6.52M 0.15%
+50,000
67
$6.26M 0.15%
90,100
-34,900
68
$6.09M 0.14%
+38,700
69
$5.58M 0.13%
+19,600
70
$5.25M 0.12%
+85,000
71
$5.02M 0.12%
150,000
72
$4.16M 0.1%
70,750
-368,871
73
$4.14M 0.1%
80,000
-133,572
74
$4.07M 0.1%
+45,000
75
$3.7M 0.09%
18,100
+3,800
1 2
3
4 5